IRONWOOD WEALTH MANAGEMENT, INC. - Portfolio Stock Holdings
IRONWOOD WEALTH MANAGEMENT, INC. disclosed 31 stock positions in a recent SEC 13F filing. $235,988,609 of stock holdings were filed, with the largest holdings including BKLN, JPST, and PULS. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $233,131,125 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
31Est. Stock Holding Value:
$235,988,609Top Stock Holdings By Sector
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Portfolio Stock Holdings - IRONWOOD WEALTH MANAGEMENT, INC.
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